Leveraging Up on Precious Metals Ahead of Fed Meeting
Source: Seeking Alpha��(8/5/08)
...If the Fed stays in line and it does as expected, their actions (“inaction” would probably be more appropriate) could propel one sector 30% to 40% higher in a matter of days. In this case, it has happened before...After the last Fed meeting, precious metals prices and shares of gold and silver miners stocks soared...Andrew Mickey More >

Gold Investment Fundamentals and the Transfer of Capital
Source: Seeking Alpha��(8/5/08)
...The transfer of the financial system is akin to the explosion of information on the internet. The players that used to have a monopoly on information become less effective. There will be winners and there will be losers. But right now a bet on gold investments like gold stocks and gold ETFs is a bet against the Establishment and the out-dated mega-banking system...Chris Vermeulen More >

Mixed Medium Term Prospects for Gold, Silver, and Platinum
Source: Mineweb��(8/5/08)
Given the current financial market turmoil precious metals should benefit from continued safe haven buying. A further issue, which looms on the horizon and has the potential to lift investor activity, is the threat of military intervention in the Middle East associated with Iran's nuclear ambitions. More >

Gold and Silver: Safe Havens in Troubled Times?
Source: Julian Phillips, www.GoldForecaster.com��(8/5/08)
Is it any wonder that investors are searching for a place away from this shrinking money environment into precious metals and commodities that are out of the reach of debt obligations? More >

Gold, Silver, Platinum Group Metals - Slip, Slip Sliding Away
Source: Mineweb��(8/2/08)
Gold may follow the oil price downwards as the latter continues to decline, but at some stage the other factors governing its longer term value will take command and the price will recover. Plenty of even cautious analysts are still looking for gold to move back towards the $1,000 level again this year and this does not seem an unrealistic goal. More >

Gold Majors Go Shopping: Who's Next?
Source: Seeking Alpha��(8/1/08)
Major mining companies like Kinross and Goldcorp are able to provide the juniors with the one thing they lack: equity. Negative investor sentiment has created fantastic buying opportunities for deep-pocketed mining majors and savvy investors. The $2.7 billion spent in the last 10 days is the beginning of a shopping trend. Stocks move, rocks don’t. The rush of speculative investing is about to begin again... Guy Bennett More >

Another Bout of the Asian Flu?
Source: Mickey Fulp, www.MercenaryGeologist.com��(8/1/08)
If China slows drastically after the Olympics, India’s monetary woes continue, and Vietnam implodes, this bout of The Asian Contagion will severely wound or kill the current boom in industrial mineral resources. . . .add this sobering thought to the list of reasons to buy gold, silver, and platinum. They are the only safe havens in these turbulent times. More >

Last Warning? Reflation Part II
Source: Adrian Ash, Bullion Vault��(8/1/08)
. . . why didn't gold take a dive when Greenspan's successor – Ben Bernanke – tip-toed his way back to 4% real rates of interest in late 2006...? Because early gold buyers never believed the Fed would succeed in keeping rates there. . . More >

Silver and Monetary Considerations
Source: David Morgan��(7/31/08)
Many of you are probably too young to appreciate the full impact of the hyperinflation in Germany after WW1. It was devastating. . .in summary, you cannot print wealth. Wealth has to be earned by the production of real goods and services that the free marketplace determines without any outside interference. More >

Biggest Gold ETF Lists on Hong Kong Stock Exchange
Source: Mineweb��(7/31/08)
James Burton, Chief Executive Officer, World Gold Council: "The listing of SPDR Gold Shares on to the HKEx is a significant landmark for all Hong Kong investors, providing them with an efficient means of investing in the gold bullion market through a security that is listed on a regulated stock exchange. "We have witnessed a significant increase in demand for gold from Hong Kong investors, with demand for gold at the retail level more than doubling in 2007." More >

Commodities Genie Out of the Bottle?
Source: Mineweb��(7/30/08)
Crude oil prices tumbled USD 10 a barrel in less than an hour, and from records around USD 147 a barrel just before Bernanke spoke, and are now sniffing USD 120. Gold was trading below USD 900 an ounce on Wednesday, 12% off its records seen in early March this year. Platinum prices have fallen by a full quarter; silver is down 20%, while nickel and zinc prices have very nearly halved over the past 12 months. More >

The Second (and last) Great Buying Opportunity for Mining Shares in 2008
Source: Darrell Brookstein, Mining Insights��(7/29/08)
1990-1994 was a peculiarly difficult period for junior mining shares, but I haven’t seen a much worse a period than “now” since 1978 when I began to focus on these types of shares. . . This is the opposite of a great selling opportunity, and, that is, by definition, a great time to buy. More >

While Silver ETFs Outperform Relative to Gold, Miners Continue to Suffer
Source: Mineweb��(7/29/08)
Where an investment in silver ETFs would have returned 33% over the past 12 months, a weighted investment in 43 listed silver stocks is now returning a highly dramatic negative -33% over the same period. Gold ETFs, represented mainly by the US-listed SPRD Gold Trust, have also performed well, with a return of 28%, ranking just behind silver ETFs. More >

Depression Survival 101
Source: James West, Midas Letter��(7/28/08)
Watching the complete collapse of share prices in the resource sector would be doubly disheartening if were not occurring around the globe irregardless of sector. From tech stocks to transports, from China to Brazil, markets are in a slow steady freefall. The question of “how do I profit from my investments?” is rapidly evolving into one of “how do I keep my house and investments and 401K from becoming worthless?” More >

Is Gold's Big Season in Sight?
Source: Mineweb��(7/28/08)
Specialist analysts at RBC Capital Markets recommend that it's time to buy listed gold stocks, not least on seasonal factors. RBCCM analysts argue that the macro outlook remains constructive, on a combination of a US dollar "that shows no clear leadership as a global reserve currency", and, second, that "central banks continuing to aggressively reflate the economy will likely maintain pressure on currencies relative to gold and other hard assets. More >

Gold: Buy Signal Approaching
Source: Seeking Alpha��(7/28/08)
The most appropriate way to view the latest correction is as part of a continuing multi-month consolidation in precious metals. In fact, since March gold price is starting to form a giant cup and handle formation, which could propel its price to the next price target of $1,250...Boris Sobolev More >

The Case for Gold Today
Source: Seeking Alpha��(7/28/08)
I expect gold to continue to appreciate substantially in the medium and long term, with strong chances of moving in a sustained fashion above $2,000 within the next two to three years...Charlie Bottle More >

Party for Platinum over for Now - JP Morgan Cuts Price Forecast
Source: Mineweb��(7/28/08)
The investment bank cut its 2008 price target for platinum to $1,885 an ounce from $2,156 and for 2009 to $1,650 from $1,981. More >

Scotia Capital: Gold Up Trend Will Continue into 2009
Source: Mineweb��(7/25/08)
While Scotia Capital believes gold prices will remain volatile, it expects the current uptrend will continue into 2009 and has upgraded its forecasts accordingly. Scotia has increased its 10-year average gold price by 13.6% to $844 an ounce from $742, with its long term forecast climbing 12.5% to $675 from $600. More >

Market Malaise Signals Opportunity: Rick Rule on Getting Back in the Markets
Source: The Gold Report��(7/25/08)
In this interview with The Gold Report, legendary investor Rick Rule gives his thoughts on everything from why he's considering re-entering the market for junior miners to why he thinks the disconnect between equities markets’ performance and the metals will continue. Rule, founder of Global Resource Investments, began his career in the securities business in 1974, and has been principally involved in natural resource security investments ever since.
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Oil and Gold Might Be Ready to Decouple
Source: Marc Courtenay, istockanalyst.com��(7/25/08)
Gold and silver prices have suffered but not to nearly the same extent percentage wise as oil...This could be taken as an indication of a beginning of the stealth decoupling of gold from the oil price which would have to happen if gold is to be the answer as a true hedge against inflation and as protection from an economic carnage. More >

Silver –Euphoria
Source: David Morgan��(7/25/08)
It seems many, including us, are frustrated with what is going on with the junior mining sector. In our opinion we are far from over this major bull market, but we are still in the skeptical phase where many are of the opinion that the mining sector stocks and in particular the junior mining stocks are through. More >

Where Is the Economy Going in the Next Six Months?
Source: Bud Conrad, Casey Research��(7/25/08)
As investors, the question we have to focus most of our attention on just now is what impact the credit crisis, the bursting housing bubble and the actions of the U.S. government will have on the economy and investment markets in the next six months. More >

ETCs Explained - Their Structure and Liquidity
Source: Mineweb��(7/25/08)
ETCs are open-ended securities that track the underlying commodity index or commodity; they are 100% backed either by physical bullion or by the commodity future contract. They are "buy and hold" instruments, with no management or maintenance required and are listed on Stock Exchanges, trading and settling in the same way as equities. More >

Supply and Demand Fundamentals Are Favorable for Gold
Source: Evy Hambro, Portfolio Manager, Black Rock Investment Management, telegraph.co.uk��(7/25/08)
...gold equities continue to trade cheaply relative to their earnings and we may see some strong moves in these companies in the second half of 2008 as they start to show the translated benefit of the strong gold price over the past year... More >